Veridan Wealth LLC - Portfolio overview

Veridan Wealth LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. COOP - MR COOPER GROUP INC, 30.01%
2. RKT - ROCKET COS INC, 22.31%
3. WFC - WELLS FARGO & CO, 2.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.